aiAgents Over Bubbles – Stratechery by Ben Thompson
Agents Over Bubbles – Stratechery by Ben Thompson stratechery.com
What this means in terms of compute — and by extension, economic impact — is that it actually won’t require that many people with agency to drastically increase the amount of compute that is actively utilized to create products with meaningful economic impact. In other words, the rise of agents doesn’t just mean a dramatic increase in compute, but also a narrowing of the need for widescale adoption by humans for that demand to manifest. Yes, AI still needs agency; it just doesn’t need agency from that many people for its impact to be profound.